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GAMMA Investing’s Southwest Gas SWX Stock Holding History

GAMMA Investing’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$164K Buy
2,015
+55
+3% +$4.91K 0.01% 1483
2026
Q2 		$174K Buy
1,960
+153
+8% +$13.7K 0.01% 1370
2026
Q1 		$157K Buy
1,807
+110
+6% +$9.38K 0.01% 1290
2025
Q4 		$136K Buy
1,697
+526
+45% +$42.1K 0.01% 1342
2025
Q3 		$91.7K Buy
1,171
+339
+41% +$26.4K 0.01% 1560
2025
Q2 		$61.9K Sell
832
-37
-4% -$2.67K ﹤0.01% 1788
2025
Q1 		$62.4K Buy
869
+383
+79% +$28.4K ﹤0.01% 1633
2024
Q4 		$34.4K Buy
486
+92
+23% +$6.84K ﹤0.01% 1954
2024
Q3 		$29.1K Sell
394
-34
-8% -$2.46K ﹤0.01% 1871
2024
Q2 		$30.1K Buy
428
+260
+155% +$19.5K ﹤0.01% 1576
2024
Q1 		$12.8K Sell
168
-23
-12% -$1.49K ﹤0.01% 1918
2023
Q4 		$11.2K Buy
+191
New +$11.5K ﹤0.01% 1847

Other funds holding SWX

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

GAMMA Investing's SWX Position: Q3 2026 in Review

GAMMA Investing increased its Southwest Gas (SWX) stake by 2.8% in Q3 2026, buying an estimated $4.91K and bringing the position to 2,015 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #1483.

GAMMA Investing first reported a position in SWX in Q4 2023 and has held it in 12 quarters since. The position peaked at $174K in Q2 2026. 9 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

  • GAMMA Investing held 2,015 shares of Southwest Gas worth $164K as of Q3 2026.
  • GAMMA Investing bought 55 Southwest Gas shares in Q3 2026, an estimated $4.91K.
  • Southwest Gas made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1483 holding.
  • GAMMA Investing first reported a position in Southwest Gas in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Southwest Gas position peaked at $174K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.